CFA Society North Carolina

Join CFA Society North Carolina and CAIA Association Carolinas for an unforgettable evening of fun, networking, and philanthropy at our Mardi Gras & Casino Night! 🌟 🗓 Date: March 4, 2025 📍 Location: The Dunhill Hotel, Charlotte Enjoy the excitement of casino games, delicious food, and drink – all while supporting a great cause! 100% of proceeds will benefit the NC Council on Economic Education, helping to improve financial literacy in North Carolina public schools. Your entrance fee covers all drinks, a buffet dinner featuring Cajun cuisine, gambling chips, and the customary King Cake! So celebrate Mardi Gras with us while supporting financial literacy in NC! This is your chance to connect with fellow finance professionals, try your luck at the tables, and make a meaningful impact on the next generation. Don't miss out! 📢 Secure your spot today! CFA Society NC Registration Link: https://cvent.me/Q04Yyv #MardiGrasCasinoNight #CFA #CAIA #FinancialLiteracy #NCEducation #Networking #CasinoNight #FinanceForGood

Another successful North Carolina Research Challenge is in the books! All five teams, SKEMA Business School USA, Elon University - Martha and Spencer Love School of Business, University of North Carolina Wilmington, @UNC Greensboro, and Appalachian State University, gave great oral presentations that resulted in very close scores. Brenden Wortman, Carson Beane, Keira Andrews, Jack Parquette and Davis Pharr from Walker College of Business at Appalachian State University will represent North Carolina in the sub-regional competitions next month. We want to acknowledge our graders, judges, Namaine Coombs, CFA, Cameron McLennan, CFA and Jarrod Green, CFA, and the host facility, Bryan School of Business and Economics at UNCG at UNC-G, and Paula Terrell and Randy Elder. Thanks to all who helped make the day successful!

A big thank you to Johan Grahn and Brian Peterson from Allianz for making the regular NC tour to discuss buffered ETFs. Your expertise and passion made for an engaging & educational session. Also, a shout-out to the talented students from SKEMA Business School USA for joining us- we loved seeing your curiosity and enthusiasm.

Interested in exploring how Buffered ETFs are revolutionizing asset allocation strategies? With traditional risk mitigation methods proving less effective in today’s volatile markets, investment professionals are turning to Defined Outcome ETFs as a solution. These ETFs offer a predictable payoff structure in an easily accessible, cost-effective, and transparent package. Johan Grahn from Allianz will be in all 3 locations, so join us to discover why Buffered ETFs are rapidly growing in popularity and how they’re reshaping strategies for endowments, retirees, and market corrections. Register for Charlotte, Winston Salem, or Raleigh today! https://lnkd.in/efpsPdSH

Do you have questions about machine learning in the investment industry? We are hosting a webinar, next week, with Cordell Tanny, CFA, FRM, FDP, who will explain why machine learning is a must, show machine learning models in action and much more! Register today for this free event. https://cvent.me/y34V0m

Time is running out to register for the 2025 Outlook Dinner in Charlotte. Join us for a 2025 equity market outlook discussion with Bloomberg Intelligence Chief Equity Strategist, Gina Martin Adams, CFA, CMT. Through the lens of her global strategy team's multidisciplined, model-based approach to analyzing equity markets, Gina will identify key signals to watch, review the conclusions from country, sector, thematic, and factor models, and discuss portfolio strategies for 2025, incorporating scenarios for asset price impacts from policy changes in the year ahead. Register today! https://cvent.me/nMr20E

What a fantastic time connecting with members, candidates, and colleagues at our annual holiday networking events! There were great conversations, new connections, and plenty of festive cheer. We are grateful for this amazing community and excited for the opportunities 2025 will bring!

We would like to thank Justin Thibault, CFA of StepStone Group for today’s presentation to our membership.  He presented a comprehensive overview of the current state of the commercial real estate market. The overview touched on various sectors, including office, retail, and multi-family, as well as some growing niche markets such as student and senior housing. His presentation highlighted areas that are attractively priced and insightful observations of the areas that are overvalued. Justin’s presentation gave attendees a clear picture of the current commercial real estate market and an insight into how to navigate investing.

Excellent CFA Society NC program in Charlotte on Tuesday featuring John Ockerbloom, Managing Director & Head of US and European Real Estate with Barings. Over 80 CFA Charterholders, Candidates and guests attended. The Charlotte Regional Director, Jake Bojin Liu, CFA, CTP, moderated the discussion covering key insights into private and public real estate markets, residential and commercial trends, and future outlooks. A lively Q&A highlighted the strong engagement of our community. Were proud to provide valuable educational and networking opportunities. Watch www.cfanorthcarolina.org for more events. #CFASocietyNC #RealEstate #Networking

Time is running out to register for next week's monthly meeting in Winston-Salem and Raleigh. We look forward to hearing Justin Thibault, CFA with StepStone Group present on non-core real estate investing. Make sure to register today! More info here: https://lnkd.in/efpsPdSH